Retirement plan

REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN

Name: REGIONAL ORTHOPAEDIC HEALTH CARE, PLLC - REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN (2018) Form 5500
Creator: REGIONAL ORTHOPAEDIC HEALTH CARE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN, REGIONAL ORTHOPAEDIC HEALTH CARE, PLLC

REGIONAL ORTHOPAEDIC HEALTH CARE, PLLCEIN 71-0812636Plan #001PY 2018

#3 MEDICAL PLAZA - MOUNTAIN HOME, AR 72653870-424-3400LinkedIn11-50 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

-2.1% from 2017

Total participants

+16.0% from 2017

Average account balance

$111,207

-17.2% from 2017

Annual return

-4.41%

-23.97 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$72K

$3575 / participant

Other / not subdivided$72K100.0%

% of EOY assets

2.473%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,207

$180,459-38.4%

$154,108-27.8%

$135,380-17.9%

Participation rate

85.0%

87.4%-2.4pp

83.0%+2.0pp

82.6%+2.4pp

Annual return

-4.41%

888.21%-892.6pp

735.21%-739.6pp

519.81%-524.2pp

Employer contribution / active EE

$1,895

$6,035-68.6%

$5,298-64.2%

$4,779-60.4%

Participant deferral / active EE

$3,779

$5,806-34.9%

$5,081-25.6%

$5,609-32.6%

Admin fee / account holder

$2,750

$16,145-83.0%

$13,411-79.5%

$10,828-74.6%

REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGIONAL ORTHOPAEDIC HEALTH CARE PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion